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WEALTH FINANCIAL GROUP WEST, INC.

Advisory

COSTA MESA, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,217
of 5,480 advisers by AUM
Average account
$221K
across 98 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$22M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients98
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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